See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO Service code 15 · EIN 34-1542819 | Recordkeeping | $6,940 |
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $4,279 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,840 | $61,272-56.2% | $149,673-82.1% | $71,457-62.4% |
| Participation rate | 51.8% | 62.5%-10.7pp | 78.8%-27.0pp | 67.9%-16.1pp |
| Annual return | 22.52% | 35.85%-13.3pp | 134.42%-111.9pp | 28.85%-6.3pp |
| Employer contribution / active EE | $686 | $2,378-71.1% | $4,818-85.8% | $2,588-73.5% |
| Participant deferral / active EE | $1,617 | $2,917-44.6% | $5,680-71.5% | $4,289-62.3% |
| Admin fee / account holder | $125 | $1,261-90.1% | $13,210-99.1% | $1,587-92.1% |